Personalize your account to reflect your usage.
Create and track unique sales activities. Keep a tab on interactions, meetings, and more.
Map your unique sales process with tailored contact lifecycle stages and track the contact’s journey into a customer.
Create custom fields to collect and manage more information for your business.
Create custom modules as per your business process.
Create roles and permissions as per your business requirements, and regulate access to data for your entire team.
Boost your teams’ efficiency by automating your tasks.
Schedule appointments, collaborate with your team on tasks, make quick notes on records, manage, and share files.
Put your contacts in the right hands. Freshworks CRM automatically assigns leads to handpicked salespeople.
Close your deals faster by automating your interactions. Create, send, and track personalized outbound campaigns.
Categorize your contacts based on relevant criteria and assign the right salespeople to reach out to them.
Add holiday calendars specific to your company, and decide how to route calls during holidays.
Auto-assign chat conversations within your team based on factors like agent skill level, available bandwidth and other parameters.
Learn more about your contacts and accounts. Enrich your contacts and accounts with their social and public information automatically.
Create and edit email templates to suit the changing trends in your business.
View all interactions the contact has had with your website, web app, and even your sales and marketing teams.
Engage with context on the customer's preferred channel from the CRM
Integrate your inbox with the CRM using two-way email sync, and create, schedule, and track emails effortlessly.
Make calls in one-click, auto log calls to related modules, transfer and record calls, and more from within Freshworks CRM.
Use the chat software to provide real-time customer support, get feedback and interact with website visitors.
With the WhatsApp integration, you can read and respond to WhatsApp messages from Freshworks CRM.
Interact with customers, resolve issues and complete transactions from your iPhone, iPad, Mac, and Apple Watch through iMessage.
Integrate your CRM with the SMS provider of your choice, and send messages right into your contacts’ pocket.
Schedule and join Zoom meetings from your CRM.
Prioritize, track, and monitor deals in your pipeline.
Create sales pipelines with unique stages that fit your business and manage them across teams, geographies, and processes.
Set up your product catalog with associated pricing structures and configure discounts and taxes—right within the CRM.
Create and manage documents such as contracts, MSAs, quotes, NDAs using editable document templates for each type.
Define and track goals for your sales teams based on the number of closed deals and revenue, on a daily, weekly, or quarterly basis.
Set deal stage probabilities for your deals and get revenue forecasts of your deals by stage.
Communicate with your team regarding deals on dedicated Slack private channels.
Enhance your productivity with the power of artificial intelligence.
Freddy learns from your CRM data and gives suggestions of the next best action to drive your deal to closure.
Freddy AI learns from historical data and predicts the likelihood of success for every deal in your CRM, so you can focus on the right ones and close them faster.
Auto-detect duplicate contacts in your account and maintain clear and accurate data.
Freddy analyzes incoming emails and identifies when a contact is away from work. You can reschedule your appointments and plan your week better.
Freddy AI assigns a score to your contacts based on many factors. Prioritize those contacts and ensure conversion.
Add welcome messages and quick replies, generate leads and minimize chat drop off rates using custom bots.
Freddy identifies any mention of a date or intent to meet in incoming emails, to set up a task or meeting.
Predict future sales and revenue opportunities and track your sales growth over the years.
Empower your team to make data-driven decisions.
Choose from a variety of pre-built reports to take a quick look at your sales health and track your metrics effortlessly.
Evaluate sales based on emails sent, calls made, appointments scheduled, and tasks completed.
Create custom reports to track goals with ease. Get granular insights into your sales efforts in the chart format of your choice.
Add users to roles, specify permissions and define the scope of control.
Track anything created, edited, or deleted on the CRM. Get a sequential order of configurational changes.
Regulate data access for your team by setting permissions for records.
Configure field-level permissions for individual fields and regulate user access to sensitive data.
Configure how much data your team should access - Global or Restricted or Territory.
Close more deals on the go
Add voice recordings to your records and never miss a detail. Replay the note anytime and give more context to your teams.
Enable check-in and check-out features for your sales activities. Confirm your presence at the clients’ location to record your visits.
Access data when you are offline and sync them when you’re back online. Stay up to date with your records even if you don’t have internet access.
Keep track of your KPIs and performance metrics on the go. Get real-time insights into all your data and make better decisions.
Get real-time notifications when a record is assigned to you. Know when the contact calls you or sends you an email, and more.
Schedule and join Zoom meetings from your phone with ease.
Add up to 10 website links you visit often to access them faster.
Send individual and bulk SMSes via Twilio, Zipwhip and ClickSend to your customers from your phone.
Save contacts’ incoming and outgoing calls and add notes on your mobile app.
Find the location of your contact and initiate cab bookings for your meetings right from the mobile app.
Send bulk emails immediately or schedule them for a later date and time with just a few taps.
View full page and entity placeholder apps from your phone.
Freshworks CRM is built to integrate with applications that you use every day.
Integrate your account with third-party applications and connect to multiple data sources.
Scale with the Freshworks platform. Extend your experience by installing trusted applications with a single click.
Access over 1,500 apps on Zapier, create zaps, and equip yourself with more automation.
Send documents to your contacts and get them signed without switching tabs.
Manage payments and invoices for your contacts inside the CRM by integrating with QuickBooks.
Connect sales documents to your deals using the PandaDoc integration.
View billings and invoices including total paid and unpaid invoices from within the CRM.
Bring your meetings and contacts into the CRM using the Outlook sync.
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